Podcasts Business Investing The Meb Faber Show Harindra de Silva, Analytic Investors of Wells Fargo Asset Management - Just Because A Factor Hasnt Been Working For 3 Years...Dont Ignore It...Continue To Evaluate It | #234

Harindra de Silva, Analytic Investors of Wells Fargo Asset Management - Just Because A Factor Hasnt Been Working For 3 Years...Dont Ignore It...Continue To Evaluate It | #234

Published: July 6, 2020, 5 p.m.

In episode 234 we welcome our guest, Harin de Silva, president and portfolio manager for the Wells Fargo Asset Management Analytic Investors team. In today\u2019s episode, we\u2019re talking factors and long/short investing.\nWe discuss factors as anything that can help explain return, and the all-important task of assigning weights to factors in portfolio construction. We get into short selling, and some of the challenges that need to be carefully navigated, from risk management to asymmetric return distributions, to the cost of borrow.\nAs we wind down, we cover the appetite institutions have for factor investing and how they seem to be a lot more interested in general, however, they\u2019re less willing to pay for strategies they can get cheaply.\nAll this and more in episode 234 with Harin de Silva.\nLearn more about your ad choices. Visit megaphone.fm/adchoices